Hi All,
Over the weekend I rebuilt my Portfolio spreadsheet to an AIM ReBAL spreadsheet.
Have divided 22 equities into 5 "sectors", each "sector" is 20% of total. Then play it like Jibes described. I will not use target ratios based on avg buying price for each stock, but take the sector approach.
Allocating stocks to sectors and rebalancing them over the weekend also provided the opportunity to sell 2 regio funds completely(Poland and Pacific Basin). I want less stuff in my portfolio and want an allocation similar to the misc sector program of 2mc. I will slowly rebuild my portfolio towards a well 'balanced' sector program.
Planning to rebalance weekly and AIM monthly.
The Synchrovest Biotechnology machine was taken out and will from now on exist independently from my ReBal program.
Best Regards, K
